Presenter: Rob Ashbaugh
Big banks mine customer data all day long for business insights, but many smaller banks either do not or don’t know how to leverage what they have. See examples of using customer data to not only win new business but to also understand existing customers better and deepen those relationships.
Join Rob Ashbaugh, Executive Risk Management Consultant, as he walks through the ways financial institutions should be leveraging their data to improve relationships and increase revenue.
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About the Presenter
Rob Ashbaugh, Executive Risk Management Consultant
Rob Ashbaugh is an executive risk management consultant at Sageworks and is responsible for assisting financial institutions with their risk management needs. Rob has more than twenty years of capital markets and commercial banking experience as both a portfolio manager and risk manager, with a primary focus on mortgage-backed securities, whole loan portfolios and commercial lending. Among his responsibilities were monthly ALLL calculations, institutional and concentration stress testing and risk analytics. He is a past holder of the Series 7, 52 and 63 licenses and has received formal credit training. Rob received his bachelor’s degree in both economics and international business from Temple University.